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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,557 | $62,166+31.2% | $81,286+0.3% | $74,429+9.6% |
| Participation rate | 66.7% | 64.1%+2.6pp | 69.5%-2.9pp | 67.2%-0.5pp |
| Annual return | 12.82% | 16.50%-3.7pp | 24.80%-12.0pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,674 | $1,881+42.2% | $2,463+8.6% | $2,625+1.9% |
| Participant deferral / active EE | $6,268 | $3,223+94.4% | $3,883+61.4% | $4,348+44.1% |
| Admin fee / account holder | $6,993 | $1,925+263.4% | $5,764+21.3% | $1,944+259.7% |